IRON Financial’s iShares Core US REIT ETF USRT Stock Holding History

IRON Financial’s Portfolio USRT Stock Details USRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$236K	Buy	3,836 +27	+0.7%	+$1.79K	0.1%	124
2026 Q2	$253K	Buy	3,809 +21	+0.6%	+$1.35K	0.1%	128
2026 Q1	$224K	Buy	3,788 +13	+0.3%	+$781	0.1%	125
2025 Q4	$215K	Buy	3,775 +43	+1%	+$2.49K	0.1%	122
2025 Q3	$219K	Buy	3,732 +26	+0.7%	+$1.49K	0.1%	122
2025 Q2	$210K	Buy	3,706 +23	+0.6%	+$1.29K	0.11%	118
2025 Q1	$212K	Buy	3,683 +16	+0.4%	+$927	0.12%	106
2024 Q4	$210K	Buy	3,667 +33	+0.9%	+$1.98K	0.12%	95
2024 Q3	$224K	Buy	+3,634	New	+$212K	0.12%	89

Other funds holding USRT

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Disciplina Capital Management Nashville, Tennessee $1.03B AUM 5.68% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return

IRON Financial's USRT Position: Q3 2026 in Review

IRON Financial increased its iShares Core US REIT ETF (USRT) stake by 0.71% in Q3 2026, buying an estimated $1.79K and bringing the position to 3,836 shares worth $236K. The position accounts for 0.1% of the portfolio, ranked #124.

IRON Financial first reported a position in USRT in Q3 2024 and has held it in 9 quarters since. The position peaked at $253K in Q2 2026. 268 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

IRON Financial held 3,836 shares of iShares Core US REIT ETF worth $236K as of Q3 2026.
IRON Financial bought 27 iShares Core US REIT ETF shares in Q3 2026, an estimated $1.79K.
iShares Core US REIT ETF made up 0.1% of IRON Financial's portfolio in Q3 2026, its #124 holding.
IRON Financial first reported a position in iShares Core US REIT ETF in Q3 2024 and has held it in 9 quarters since.
IRON Financial's iShares Core US REIT ETF position peaked at $253K in Q2 2026.
268 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on IRON Financial's 13F filing for Q3 2026, filed 23 Oct 2026.